KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.94B
1-Year Est. Return 16.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.94B
AUM Growth
+$392M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,342
New
Increased
Reduced
Closed

Top Buys

1
+$47.6M
2
+$47.4M
3
+$46.6M
4
AAPL icon
Apple
AAPL
+$44.9M
5
MPRO icon
Monarch ProCap Index ETF
MPRO
+$17M

Top Sells

1
+$53.1M
2
+$41.2M
3
+$30.8M
4
META icon
Meta Platforms (Facebook)
META
+$30.6M
5
DG icon
Dollar General
DG
+$12.7M

Sector Composition

1 Technology 12.21%
2 Financials 5.66%
3 Consumer Discretionary 5.19%
4 Industrials 3.9%
5 Healthcare 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SKYY icon
376
First Trust Cloud Computing ETF
SKYY
$2.49B
$3.18M 0.05%
24,465
-700
FWD icon
377
AB Disruptors ETF
FWD
$1.55B
$3.16M 0.05%
30,280
+4,088
TKR icon
378
Timken Company
TKR
$7.17B
$3.15M 0.05%
+37,424
BX icon
379
Blackstone
BX
$90.5B
$3.14M 0.05%
20,391
-185
INSW icon
380
International Seaways
INSW
$3.58B
$3.13M 0.05%
64,528
+46,234
VWO icon
381
Vanguard FTSE Emerging Markets ETF
VWO
$110B
$3.12M 0.04%
58,011
-2,675
EFA icon
382
iShares MSCI EAFE ETF
EFA
$73.2B
$3.09M 0.04%
32,226
+2,098
JGRO icon
383
JPMorgan Active Growth ETF
JGRO
$8.38B
$3.09M 0.04%
33,326
+1,469
EFV icon
384
iShares MSCI EAFE Value ETF
EFV
$29.4B
$3.08M 0.04%
43,173
-83,314
FIIG icon
385
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$660M
$3.08M 0.04%
145,239
+88,742
JBND icon
386
JPMorgan Active Bond ETF
JBND
$6.55B
$3.08M 0.04%
56,897
+42,706
DELL icon
387
Dell
DELL
$97.1B
$3.07M 0.04%
24,388
+21,313
FDL icon
388
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.08B
$3.06M 0.04%
69,063
+6,514
VTEB icon
389
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43.5B
$3.05M 0.04%
60,710
-13,481
COP icon
390
ConocoPhillips
COP
$143B
$3.04M 0.04%
32,528
-30,041
BITB icon
391
Bitwise Bitcoin ETF
BITB
$2.73B
$3.04M 0.04%
63,967
-28,245
JQUA icon
392
JPMorgan US Quality Factor ETF
JQUA
$7.19B
$3.04M 0.04%
48,069
-21,723
MUR icon
393
Murphy Oil
MUR
$4.89B
$3.03M 0.04%
96,998
-21,678
CIBR icon
394
First Trust NASDAQ Cybersecurity ETF
CIBR
$9.93B
$3.02M 0.04%
42,330
-874
VIGI icon
395
Vanguard International Dividend Appreciation ETF
VIGI
$8.94B
$3.02M 0.04%
33,011
+1,287
SIG icon
396
Signet Jewelers
SIG
$3.81B
$3.02M 0.04%
+36,386
JHMM icon
397
John Hancock Multifactor Mid Cap ETF
JHMM
$4.97B
$2.95M 0.04%
45,124
+6,366
FDN icon
398
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.79B
$2.95M 0.04%
10,970
-354
AEP icon
399
American Electric Power
AEP
$71.4B
$2.9M 0.04%
25,117
+801
THO icon
400
Thor Industries
THO
$4.77B
$2.88M 0.04%
28,057
+25,398
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